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First Trust NASDAQ Smartphone (NXTG)
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Upturn Advisory Summary
11/11/2025: NXTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.9% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust NASDAQ Smartphone
ETF Overview
Overview
The First Trust NASDAQ Smartphone Index Fund (FOON) is designed to track the performance of companies that are engaged in the design, manufacture, and distribution of smartphones and their components. It focuses on the technology sector, specifically companies involved in the smartphone ecosystem, offering exposure to companies benefiting from the growth of the smartphone market. The fund uses a passive investment strategy to replicate the NASDAQ Smartphone Index.
Reputation and Reliability
First Trust is a well-established ETF provider with a strong reputation and track record of offering innovative and thematic investment products.
Management Expertise
First Trust has a team of experienced professionals dedicated to managing and overseeing their ETF offerings, ensuring adherence to the fund's investment objectives.
Investment Objective
Goal
To track the performance of companies that are engaged in the design, manufacture, and distribution of smartphones and their components.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the NASDAQ Smartphone Index, utilizing a passive investment strategy.
Composition The ETF primarily holds stocks of companies involved in the smartphone industry, including manufacturers, component suppliers, and software developers.
Market Position
Market Share: FOON's market share is niche, as it's a specialized thematic ETF.
Total Net Assets (AUM): 120000000
Competitors
Key Competitors
- IGV
- QQQ
- XLK
Competitive Landscape
The competitive landscape is dominated by broad-based tech ETFs like QQQ and XLK. FOON provides a concentrated exposure to the smartphone sector but has a small market share compared to larger, more diversified tech ETFs. The advantages of FOON is its specific smartphone focus while its disadvantage is less diversification.
Financial Performance
Historical Performance: Historical performance data is readily available through financial data providers.
Benchmark Comparison: Performance should be compared to the NASDAQ Smartphone Index to evaluate tracking effectiveness.
Expense Ratio: 0.007
Liquidity
Average Trading Volume
FOON's average trading volume is moderate, reflecting its niche focus.
Bid-Ask Spread
The bid-ask spread is generally tight, which may indicate the ETF's small trading volume.
Market Dynamics
Market Environment Factors
Economic indicators like consumer spending, technological advancements, and global smartphone demand significantly influence FOON.
Growth Trajectory
The fund's growth depends on the continued expansion of the global smartphone market, technological innovations, and the competitive landscape within the industry.
Moat and Competitive Advantages
Competitive Edge
FOON's competitive advantage lies in its highly focused exposure to the smartphone ecosystem. It provides investors with a targeted way to invest in companies benefiting from the smartphone market, as opposed to broader tech ETFs. This targeted exposure can potentially lead to higher returns if the smartphone market outperforms the broader tech sector. However, it also exposes investors to higher risk due to the narrower focus.
Risk Analysis
Volatility
FOON's volatility may be higher than broad market ETFs due to its concentrated exposure to a specific industry.
Market Risk
Market risk is primarily driven by factors affecting the smartphone industry, such as changes in consumer preferences, technological disruptions, and global economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the smartphone industry and willing to accept a higher level of risk for potentially higher returns.
Market Risk
FOON is suitable for investors with a long-term investment horizon and a high-risk tolerance seeking targeted exposure to the smartphone sector.
Summary
The First Trust NASDAQ Smartphone Index Fund (FOON) offers investors a targeted approach to invest in the smartphone industry by tracking the NASDAQ Smartphone Index. While offering specific exposure to the smartphone market, it carries higher volatility and less diversification. FOON's performance hinges on the continued growth and innovation within the smartphone sector. It suits investors with a high-risk tolerance and seeking targeted exposure to benefit from the smartphone market's growth. FOON is also a relatively small ETF, with corresponding liquidity risks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust NASDAQ Smartphone
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to track the performance of companies that have devoted, or have committed to devote, material resources to the research, development and application of fifth generation (5G) and next generation digital cellular technologies as they emerge.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.